Sheff Daniel Olinger

Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → Present
  Fahnestock & Co. Inc.
  New York, NY

Previous Registrations

• 2000-01-01 → 2003-01-03
  Cibc World Markets Corp.
  Dallas, TX

Other Businesses

1-CO-TRUSTEE OF: AIMEE R. STUDNA IRREVOCABLE TRUST. 10806 W. 148TH STREET,OVERLAND PARK, KS 66221-9615. START DATE: 12/21/16.THE PRIMARY ASSET HELD IN THIS TRUST IS PRIVATE STOCK OF A FAMILY CONTROLLED BUSINESS: MIDWAY AUTO. I WILL SPEND LESS THAN ONE HOUR PER MONTH WITH WORK RELATED TO THIS TRUST. MY PRIMARY RESPONSIBILITIES WILL INVOLVE ACCOUNTING AND OVERSIGHT. 2-CO TRUSTEE OF: JACOB W. WILCOX IRREVOCABLE TRUST.10806 W. 148TH STREET. OVERLAND PARK, KS 66221-9615. START DATE: 12/21/16.THE PRIMARY ASSET HELD IN THIS TRUST IS PRIVATE STOCK OF A FAMILY CONTROLLED BUSINESS: MIDWAY AUTO. I WILL SPEND LESS THAN ONE HOUR PER MONTH WITH WORK RELATED TO THIS TRUST. MY PRIMARY RESPONSIBILITIES WILL INVOLVE ACCOUNTING AND OVERSIGHT. 3-OLINGER NORTH CAROLINA MANAGEMENT, LLC. I AM THE MANAGING PARTNER OF AN ENTITY THAT OWNS FARMING EQUIPMENT AND LEASES FARMLAND TO A PROFESSIONAL FARMER IN SURRY CO., NC. THE LEGAL ADDRESS OF THIS BUSINESS IS: 1999 RIVER ROAD, DOBSON, NC. THIS ENTITY WAS ESTABLISHED 1/1/20. I SPEND AN AVERAGE OF TWO HOURS PER MONTH WORKING WITH THIS BUSINESS. 4.SD03,LLC,PARTNER. THIS IS NOT AN INVESTMENT RELATED BUSINESS THAT OWNS AND LEASES FARMLAND IN SURRY COUNTY,NC, THIS LLC WAS ESTABLISHED 1/1/23.I SPEND LESS THAN FIVE HOURS A MONTH, SOME OF WHICH IS DURING TRADING HOURS WORKING ON RECORDS AND BOOKKEEPING. 5.I AM A PARTNER IN THE RH362 LLC. THIS IS NOT AN INVESTMENT RELATED BUSINESS THAT HOLDS AND OPERATES A VACTION RENTAL PROPERTY IN SURRY COUNTY,NC.THE LLC WAS ESTABLISHED 1/1/23 TO HOLD THIS REAL ESTATE INVESTMENT.MY WIFE, ELAINA OLINGER IS THE PRIMARY MANAGER. I SPEND LESS THAN FIVE HOURS A MONTH AND NO TIME DURING TRADING HOURS WORKING ON RECORDS AND BOOKKEEPING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-21
• S63 Uniform Securities Agent State Law Examination
  1984-03-02

Other Names

• Sheff Daniel Olinger
• Sheff Olinger